Wills, Probate and Estate Planning Middlesbrough

Wills & Probate

Wills and Probate

Our specialist Wills and Probate team has considerable experience in creating Wills which make our clients’ wishes clear. We work with all of our clients to undertake a review of assets, which enables us to discuss possible future scenarios and act accordingly. We can also advise on estate planning, setting up trusts, Inheritance Tax and Capital Gains Tax with a view to minimising liabilities and protecting your loved ones wherever possible.

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middlesbrough pension advisor

Will Writing Middlesbrough

Many people assume if they don’t have a Will, things will just be shared out between their loved ones but there are some instances when this might not be the case. It’s also possible to disinherit them without realising it, which makes setting your wishes out in a Will an important decision.

If you don’t have a Will when you die, your assets are distributed by the laws of intestacy.

This works by looking at your next of kin, so if you’re married with no children, your partner receives everything, if you have children your partner receives the first £250,000 plus possessions and half of the remainder. Your children will receive the rest.

If you’re not married but do have children, everything passes to your children equally. If you don’t have children it goes to your nearest living relative in order of your parents, then your brothers and sisters, then grandparents, then aunts and uncles. If there’s no living relatives everything passes to the crown.

What Is Estate Planning?

Estate planning , or Protect as we call it, is all about protecting your financial planning, so you know your assets and family are protected when you’re no longer here. It could include things like:

  • Wills
  • Trusts
  • Lasting Power of Attorney
  • Care fees planning
  • Inheritance tax planning

You tell us all the ways you’d like to protect your assets and we’ll structure your Will, so your final wishes have the legal status to be carried out in the way you want.

Essentially, the Protect team are there to make sure what you leave behind goes to the people you want and not someone else you haven’t considered.

will writing service
joslin rhodes pension adviser

Your Estate Planning

At your meeting you’ll meet the Protect team, who’ll listen to your concerns and chat about what you’ve already got, before talking through your options to plug any gaps you might have.

We’ll also look at things like, what you want to happen to your estate when you’re gone and help solve any potential issues.

Don’t take our word for it…

Meet some of our clients and see what they think of us,
the PlanHappy process and how it’s helped them do what they wanted…

Talk To The Experts

Ready to talk? Our friendly team are here to help.
Simply pop a few details into the form and we'll be in touch.

Real Advice, For Real People

We'll show you:

  • When you can afford to retire
  • How much money you'll need in retirement
  • How to make the most of your pensions and other assets to fund your lifestyle

4.9 out of 5 stars on VouchedFor

"I cannot find fault with the service we received. From the warm yet professional welcome to the financial advice we were given. You as a company should be proud of the service you are providing..."

Mr. W

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